Overview
Administrators have the ability to send themselves a CSV export of any of their custom-built reports by email, using the Report Output section of the report builder. This gives administrators greater flexibility in manipulating their reports to suit their needs.
Step-by-Step
Step 1: Access the Reports Tab
In the left-hand menu, select REPORTS
Step 2: Select the report type
Find the report you want to run, then click CONFIGURE
Step 3: Build your report
Use the fields in the left-hand menu to build the report
Step 4: Choose your report output and format
In the Report Output area, select the EMAIL option and choose your desired output format; Tab Delimited or CSV. As an administrator, your email address will be pre-populated and cannot be edited
Step 5: Run the report
Select the RUN REPORT button to trigger the email to be sent to your inbox
You'll then see a confirmation message noting where the data has been sent
Your report will then arrive in your email inbox with the attached file ready to download
